Document Specialist - Minneapolis

Only for registered members Minneapolis, United States

1 month ago

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Job summary

As a Transfer Agent the ideal candidate will maintain records of investors and account balances.

They record transactions cancel and issue certificates process investor mailings and deal with other investor problems eg lost or stolen certificates.

Responsibilities

  • Opening and prepping mail to be imaged into our processing system
  • Creating and indexing work items once scanned
  • Cancellation of processed certificates
  • Mailing out shareholder communication

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